Institutional Fund
Hardy Reed LLC
Tupelo, MSCIK 17618715 filings on record
Portfolio Value
$1.37B
Q1 2026
Holdings
243
Reported positions
New Buys
20
Opened this quarter
QoQ Change
-2.2%
from $1.40B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds18.0%
- Vanguard Index Fds12.1%
- Ishares Tr10.0%
- Jpmorgan Chase & Co.8.6%
- Vanguard Charlotte Fds5.1%
- Schwab Strategic Tr3.8%
- Other42.3%
Portfolio Holdings
243 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 770.6K | $247.20M | 18.0% | +7.2K | Added |
| 2 | Vanguard Index Fds | 277.7K | $165.93M | 12.1% | −3.5K | Reduced |
| 3 | Ishares Tr | 1.59M | $137.39M | 10.0% | −10.3K | Reduced |
| 4 | Jpmorgan Chase & Co. | 400.3K | $117.76M | 8.6% | −653 | Reduced |
| 5 | Vanguard Charlotte Fds | 1.45M | $69.86M | 5.1% | +62.7K | Added |
| 6 | Schwab Strategic Tr | 1.07M | $52.20M | 3.8% | +3.3K | Added |
| 7 | Apple Inc | 134.8K | $34.22M | 2.5% | +39 | Added |
| 8 | Vanguard Star Fds | 383.4K | $29.56M | 2.2% | −2.3K | Reduced |
| 9 | Berkshire Hathaway Inc Del | 36 | $25.85M | 1.9% | 0 | Held |
| 10 | Vanguard Scottsdale Fds | 325.2K | $25.78M | 1.9% | +15.1K | Added |
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